Goals

Goals that update
from your own numbers

A goal can follow total revenue, monthly profit, profit margin or a metric such as customers or churn. Give it a target and a deadline, and Shipchart compares how far along you are with how much of the time has gone. If progress is behind the calendar, the goal is flagged as needing attention.

• ›Goals for one project or for the whole portfolio. Portfolio revenue goals are converted to your default currency.
• ›Auto-track from total revenue, monthly profit, profit margin or a metric. Project goals can follow your custom metrics too.
• ›A portfolio goal adds up counts such as customers across projects and averages percentages such as churn
• ›Goals that are not auto-tracked can be updated by hand, and a goal with no number is marked done when you finish it
• ›Targets can be at least (revenue) or at most (churn)
• ›Deadline by date, or by month, quarter or year
• ›Link roadmap items to a goal and they are marked done when the goal is achieved
• ›Emails when a goal is achieved, when its deadline is close and when it is missed
• ›The free plan allows 4 active goals. Recording metrics needs a paid plan, so free goals track revenue and profit.